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Transferring to TD Direct Investing

Great reasons to transfer

Consolidate - Easily manage and consolidate your portfolio in one place with our TD Trading and TD Trading ISA accounts.

Keep it simple - Manage all your accounts in one place, with one password and log in.

Track your transfer - Transferring your shares and funds from another broker is easy. We've enhanced our online service by making it easier to track the status of your investment and cash transfers from other providers.

Support Team - Friendly, helpful UK support teams - Helping you get the most out of your TD account or place a trade.

Special Offer when you transfer

Yorkshire & Humber Impact Award winner

YourMoney Awards 2014

  • Best Online Stocks & Shares ISA Provider 2014
Best Online Share Dealing Provider 2014

YourMoney Awards 2014

  • Best Online Share Dealing Provider 2014

For transfer applications received between the 13th October 2014 to 30th November 2014 you could get up to £1000 cashback. *Terms Apply. Please see on the right how cashback is calculated

Amount transferred Cash payment
£500,000+ £1,000
£100,000 - £499,999 £250
£50,000 - £99,999 £100
£10,000 - £49,9999 £75

Transferring to us

Transferring your shares and funds, ISAs or SIPPs to us is easy. If you already have an account with us, just complete the appropriate form for the type of transfer you wish to make and we'll do the rest. Not with TD Direct Investing yet? Take a look at our accounts that we provide, apply and once your account is up and running, you can start transferring your assets.

Select an account

Transfer options

Important Information

We provide an execution only dealing service, where you make your own investment decisions. The value of your investments and the income derived from them can go down as well as up, so you may not get back all the money you put in.

It's also important you know that during the transfer process there may be a period of time when you'll be unable to sell your assets, how long this takes will depend on how complex the transfer is. However, we have a dedicated team who will ensure that your transfer is as fast and efficient as possible and you'll receive regular updates throughout the process.

If you’re unsure about whether or not transferring is right for you, you should speak to an independent financial advisor.

Transfer existing Shares and Funds

Transfer your existing shares and Funds held outside of an ISA or SIPP with another broker into your Trading Account.

ISA Transfers

Transfer existing cash or stocks and shares ISAs to your TD Trading ISA.

Deposit Certificates

Transfer holdings that you have a paper share certificate for into your Trading Account

Transferring SIPP's

For information on transferring your SIPP, Click learn more below.

Tools to help you invest

Trade and manage your portfolio on the move with our free iPad and smartphone apps, for both iOS and Android.

You can use the TD Direct Investing for iPad app to access and trade on your accounts, see the value of your investments and view your cash balances.

Track your transfer

Transferring your shares and funds from another broker is easy. We've enhanced our online service by making it easier to track the status of your investment and cash transfers from other providers.

Fund Selector

Intuitive and easy to use, the Fund Selector is a powerful tool that can help you sort over 1,600 funds into a personalised selection.

Still can't find what you're looking for?

Email us

If you can’t find the answer you were looking for in our FAQ’s – please email us with your enquiry.

Call us

0845 607 6002

Monday-Friday 07:30-21:00
Saturday 09:00-15:00

Write to us

Customer Resolution,
TD Direct Investing (Europe) Limited
Exchange Court,
Duncombe Street,
Leeds, LS1 4AX

Visit our Investor Centre

Holborn, London
Monday-Friday 08:30-17:00

View our Investor Centre page


Top 3 TD clients' UK Buys and Sells

Week commencing Monday 20th October 2014

  Top 3 Client Buys Top 3 Client Sells
1 TESCO LLOYDS BANKING GROUP
2 GLAXOSMITHKLINE TESCO
3 ROLLS-ROYCE HOLDINGS BARCLAYS
See all Top Buys and Sells

The Top Ten Buys and Sells should not be taken as a recommendation to buy or sell any particular bond or stock, and it is not intended to offer any form of advice. Instead it is simply an indication of the general buying and selling trends amongst some TD clients, observed during the period stated.